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《市評》港股期指結算向下 工行及建行績後造高
市場關注美伊戰事,也門胡塞武裝參戰攻擊以色列,國際油價上升,港股今日(30日)期指結算日向下。美股道指及納指上周五(27日)跌1.7%及2.2%,撰文之時,美國2年期債券孳息跌至3.887%,美國10年期債券孳息跌至4.39%,美匯指數升至100.26。道指期貨最新升186點或0.4%,納指期貨最新升91點或0.4%,上證綜指全日升9點或0.24%收3,92...
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《市評》港股期指結算向下 工行及建行績後造高
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市場關注美伊戰事,也門胡塞武裝參戰攻擊以色列,國際油價上升,港股今日(30日)期指結算日向下。美股道指及納指上周五(27日)跌1.7%及2.2%,撰文之時,美國2年期債券孳息跌至3.887%,美國10年期債券孳息跌至4.39%,美匯指數升至100.26。道指期貨最新升186點或0.4%,納指期貨最新升91點或0.4%,上證綜指全日升9點或0.24%收3,923點,深證成指跌0.25%,滬深兩市成交額共近1.92萬億人民幣。

恒指低開419點,初段跌542點一度低見24,409點後跌幅收窄,午後見24,811點曾跌140點,全日收24,750點,跌201點或0.8%;國指跌54點或0.65%,收8,399點;恒生科指跌87點或1.8%,收4,690點。大市全日成交總額2,854.35億元。北水交易總成交額1,210.13億元,而南向資金今日淨流出24.67億元(上交易日淨流出28.83億元)。工行(01398.HK)  +0.120 (+1.813%)    Short selling $714.83M; Ratio 31.361%   及建行(00939.HK)  +0.150 (+1.854%)    Short selling $1.04B; Ratio 26.670%   公布業績後,全日股價各走高1.8%及1.9%。

家電股受壓,美的(00300.HK)  -2.850 (-3.506%)    Short selling $224.15M; Ratio 35.450%   跌3.5%,海爾智家(06690.HK)  -1.180 (-5.393%)    Short selling $304.57M; Ratio 37.584%   及海信家電(00921.HK)  -1.350 (-6.435%)    Short selling $2.07M; Ratio 4.864%   各下滑5.4%及6.4%。電影股貓眼娛樂(01896.HK)  -0.280 (-4.690%)    Short selling $13.70M; Ratio 20.780%   跌4.7%。零售股泡泡瑪特(09992.HK)  -0.900 (-0.602%)    Short selling $1.49B; Ratio 20.109%   股價曾跌近6.4%一度低見140.1元,全日僅跌0.6%收148.7元。此外,伊朗攻擊阿聯酋及巴林鋁企,鋁業股中鋁(02600.HK)  +0.790 (+7.308%)    Short selling $141.10M; Ratio 9.444%   及宏橋(01378.HK)  +1.280 (+3.710%)    Short selling $731.50M; Ratio 28.780%   升7.3%及3.7%、南山鋁業國際(02610.HK)  +3.700 (+7.075%)    Short selling $25.50M; Ratio 17.204%   升7.1%。長飛光纖光纜(06869.HK)  +24.700 (+14.335%)    Short selling $366.10M; Ratio 5.554%   股價抽上14.3%收197元。

【家電股受壓 鋁業股抽高】

騰訊(00700.HK)  -11.800 (-2.392%)    Short selling $3.04B; Ratio 22.235%   、阿里-W(09988.HK)  -2.100 (-1.713%)    Short selling $1.77B; Ratio 21.170%   、美團-W(03690.HK)  -1.700 (-1.979%)    Short selling $1.63B; Ratio 35.161%   及快手-W(01024.HK)  -1.060 (-2.300%)    Short selling $423.22M; Ratio 18.852%   跌1.7%至2.4%,京東-SW(09618.HK)  -0.700 (-0.616%)    Short selling $388.64M; Ratio 30.466%   及網易-S(09999.HK)  -0.700 (-0.404%)    Short selling $267.03M; Ratio 37.847%   跌0.6%及0.4%。寧德時代(03750.HK)  -2.000 (-0.315%)    Short selling $336.50M; Ratio 26.100%   走低0.3%收632元,信義光能(00968.HK)  -0.120 (-3.822%)    Short selling $40.78M; Ratio 17.979%   跌3.8%。

國家市場監管總局發表關於進一步貫徹實施《中華人民共和國反不正當競爭法》的通知。其中提到,綜合運用各類反不正當競爭措施,著力防治平台經濟、光伏、鋰電池、新能源汽車等重點行業和領域「內捲式」競爭。精準辨識和依法查處平台企業無正當理由,利用搜索排名、經營評價、算法控制、限制流量、下架商品、增加費用、拖欠賬期、中止交易、內部懲戒等手段,或在補貼、優惠、紅包、折扣、「滿減」、「買贈」、促銷等活動中,強制或者變相強制平台內經營者以低於成本的價格銷售商品,擾亂市場競爭秩序。對個案進行違法判定時,要綜合考慮交易標的性質、生產規模和類型、市場和銷售情況、生產效率和技術、商品或服務品質等多方面因素。

【跌股千四隻 申洲績後挫】

港股今日市寬轉弱,主板股票的升跌比率為16比36(上日28比22),下跌股份1,492隻(跌幅近3%);恆指成份股今日25隻股份上升,下跌股份64隻,升跌比率為28比71(上日60比38);大市今日錄沽空544.35億元,佔可沽空股份成交額2,488.56億元的21.874%。

申洲國際(02313.HK)  -4.210 (-8.057%)    Short selling $385.11M; Ratio 45.312%   全日股價下挫8.1%收48.04元,為跌幅最大藍籌股。申洲中午公布去年業績,營業額309.94億元人民幣按年升8.1%。純利58.25億人民幣,按年跌6.7%;每股盈利3.88元人民幣。派末期息1.2港元,上年同期派1.28港元。連同已派發的中期息1.38港元,2025年全年建議派發股息合共2.58港元,按年上升約2%,2025年派息比率約為60.9%。期內,毛利率約為26.3%,按年下跌約1.8個百分點。(wl/da)(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-03-30 16:25.)

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